Josh Tarasoff portfolio: what Greenlea Lane Capital holds
A value investor with a concentrated portfolio of long-term positions.
Stock portfolio value
$364.2M
Stock positions
10
Report date
30 June 2026
Filed
14 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Amazon Com IncAMZN | 18.3% | $66.8M | Trimmed -10% |
| 2 | Brookfield CorpBN | 16.3% | $59.3M | — |
| 3 | Berkshire Hathaway Inc DelBRK.A | 13% | $47.2M | — |
| 4 | Markel Group IncMKL | 10.9% | $39.7M | Trimmed -10% |
| 5 | Ishares TrIVV | 10.6% | $38.6M | — |
| 6 | Alphabet IncGOOGL | 9.8% | $35.7M | — |
| 7 | Tesla IncTSLA | 5.5% | $19.9M | Trimmed -13% |
| 8 | Netflix IncNFLX | 5.4% | $19.7M | Trimmed -1% |
| 9 | Trupanion IncTRUP | 5.3% | $19.2M | — |
| 10 | Spotify Technology S A | 5% | $18.1M | New |
New positions last quarter
- Spotify Technology S A$18.1M
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.